We are wealth advisors who specialize in guiding clients towards achieving long term financial freedom. When you have a personal relationship with a trusted advisor helping you navigate big decisions and are no longer stressed about money, you are free to focus on the things that really matter to you.
Wealth Management for Business Owners
As a business owner, you're different from other investors. Your money is tied up in your business. Because of that, you require a different approach.
Our team of wealth managers specializes in helping business owners build and manage their personal portfolios.
We’ve developed the Owner to Investor (O2I) framework specifically for you, the business owner, to address your unique needs and realities directly, build personal assets, and pursue financial freedom.
Business Owner’s Pre-Exit Financial Checklist
As you prepare to exit your business, you need to learn to be an investor to advance your post-exit financial goals.
ph 678.322.3000 / fax 678.322.3059
Persium Group, LLC / 2100 Riveredge Parkway, Suite 1230 / Atlanta, GA 30328
Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.
The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.